Move a document
By default all your documents are listed in the "Inbox" folder. SigningHub enables you to create custom folders and shared spaces to organise your documents as required. You can freely move your files from one folder to another, and can also move them back to their previous folder. However as a shared space collaborator, you can only move Draft documents to the shared spaces.
Move a document
There are two methods that can be used to move a document package into a custom folder or a shared space. The two methods are as following:
- Drag and Drop Method
- Point and Click Method
Drag and Drop Method:
- Click the "Documents" option, available at the top of the SigningHub screen.
- From your document listing, locate and select the document package(s) to move.
- Navigate your mouser cursor to any of the highlighted document package. Click-and-hold the left mouse button and drag the selection onto the desired custom folder/shared space to which you want to move the document package(s).
- Once on top of the desired custom folder/shared space, release the left mouse button, and the document package(s) will be moved. The folder name will be shown in the "Location" column against the document package(s), as shown below:
Point and Click Method:
- Click the "Documents" option, available at the top of the SigningHub screen.
- From your documents list, locate and select the document(s) to move.
- Click the three dots menu
and select the "Move To" option. - A dialog box will appear listing all your custom folders and shared spaces, select the one to which you want to move the selected document package(s).
- Click the "Move" button. Your document package(s) will be moved to the selected custom folder/ shared space. The folder name will be shown in the "Location" column against the document package(s), as shown below:
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